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The Complete Book Formatting Checklist for Self-Publishers

By BookFormat TeamApril 9, 20266 min read

The Complete Book Formatting Checklist for Self-Publishers

Publishing a professional-looking book starts with a thorough formatting review. Use this checklist to ensure your manuscript is publication-ready.

Manuscript Preparation Checklist

Content Review

  • [ ] Final proofread completed (no typos or grammar errors)
  • [ ] All chapters have clear titles and numbering
  • [ ] Story or argument flows logically
  • [ ] No duplicate paragraphs or accidental text
  • [ ] Fact-checked and verified (especially non-fiction)
  • [ ] Citations and references complete (if applicable)
  • Text Formatting

  • [ ] Consistent font throughout (no random size changes)
  • [ ] Removed double spaces between sentences
  • [ ] Em-dashes used instead of multiple hyphens
  • [ ] Smart quotes active (not straight quotes)
  • [ ] No double paragraph breaks
  • [ ] Paragraphs indented consistently (or consistent first-line indent)
  • [ ] Removed manual tabs and extra spaces
  • [ ] Consistent line spacing (1.5 or double-spaced)
  • Manuscript Structure

  • [ ] Title page includes: Title, author, publisher
  • [ ] Copyright page includes: ISBN, publication date, copyright notice
  • [ ] Table of contents created (with accurate chapter titles)
  • [ ] All chapters numbered consecutively
  • [ ] Running headers/footers (if using) consistent
  • [ ] Page numbers formatted correctly
  • ---

    Pre-Formatting Checklist

    File Preparation

  • [ ] Manuscript saved as clean .docx or .doc file
  • [ ] No tracked changes remaining
  • [ ] No comments or notes in document
  • [ ] All formatting preferences noted in separate file
  • [ ] Backup copy saved
  • Font & Typography Decisions

  • [ ] Body font selected (serif for print, flexible for e-book)
  • [ ] Font size determined (10-12pt print, flexible for e-book)
  • [ ] Heading hierarchy decided (H1, H2, H3...)
  • [ ] Special formatting planned (bold, italics, etc.)
  • [ ] Line spacing selected (1.5 for print, 1 for e-book)
  • Image & Graphics Preparation

  • [ ] All images gathered and organized
  • [ ] Image resolution verified (300 DPI print, 72 DPI e-book)
  • [ ] Image files in correct format (PNG or JPG)
  • [ ] File sizes optimized
  • [ ] Image placement marked in manuscript
  • [ ] Image captions written
  • [ ] Image permissions verified (copyright)
  • ---

    Formatting Execution Checklist

    Text Formatting

  • [ ] Consistent paragraph indentation applied
  • [ ] Line spacing set to specifications
  • [ ] Widow and orphan lines corrected
  • [ ] Headers and footers applied correctly
  • [ ] Page breaks inserted properly
  • [ ] Section breaks formatted correctly
  • [ ] Running headers/footers updated for each section
  • [ ] All special characters properly encoded
  • Typography Details

  • [ ] Em-dashes used consistently
  • [ ] Smart quotes throughout
  • [ ] Ellipses (…) used instead of three dots (...)
  • [ ] Hyphens, en-dashes, em-dashes used correctly
  • [ ] Foreign language accents preserved
  • [ ] Special symbols display correctly
  • Structure Formatting

  • [ ] Chapter titles formatted consistently
  • [ ] Heading levels applied logically (H1 > H2 > H3)
  • [ ] Table of contents links working (e-books)
  • [ ] Numbered lists formatted consistently
  • [ ] Bullet points indented and spaced correctly
  • [ ] Footnotes/endnotes formatted correctly
  • Images & Graphics

  • [ ] All images inserted correctly
  • [ ] Image alignment consistent (left, center, or right)
  • [ ] Image captions formatted properly
  • [ ] Image numbering sequential (Figure 1, Figure 2, etc.)
  • [ ] Captions reference in text (if applicable)
  • [ ] No image quality issues (blurry, pixelated)
  • ---

    Print Format Checklist (PDF)

    Page Setup

  • [ ] Trim size selected (6x9" standard)
  • [ ] Margins set correctly (0.75" typical)
  • [ ] Bleed area included (0.125" extra)
  • [ ] Gutter margin consistent
  • [ ] First page special formatting (if needed)
  • Print-Specific Formatting

  • [ ] Margin notes removed or formatted
  • [ ] Color mode set to CMYK (for color printing)
  • [ ] Images embedded and not linked
  • [ ] Fonts embedded in PDF
  • [ ] No transparency issues
  • [ ] Black levels set correctly
  • Quality Check

  • [ ] PDF viewed at 100% zoom
  • [ ] Text readable at all sizes
  • [ ] Page breaks look natural
  • [ ] No orphaned widows on page breaks
  • [ ] Images look professional
  • [ ] PDF file size optimized
  • ---

    E-Book Format Checklist (EPUB)

    Structure

  • [ ] Proper heading hierarchy (H1 for title, H2 for chapters, H3 for sections)
  • [ ] Navigation document generated
  • [ ] TOC links functional
  • [ ] No deeply nested structures (causes EPUB errors)
  • Formatting for E-readers

  • [ ] No fixed widths (must be responsive)
  • [ ] Flexible fonts (readable on all devices)
  • [ ] Image file sizes optimized
  • [ ] Images tested on actual devices
  • [ ] No color dependencies (for accessibility)
  • [ ] Font colors have sufficient contrast
  • Metadata

  • [ ] Title accurate and complete
  • [ ] Author name correct
  • [ ] Description compelling and accurate
  • [ ] Keywords relevant (8-10 keywords)
  • [ ] Publication date correct
  • [ ] ISBN (if using) included
  • [ ] Language set correctly
  • Validation

  • [ ] EPUB validated with validator tool
  • [ ] Tested on actual e-reader (iPad, Kindle, Kobo)
  • [ ] Text reflows correctly on different screen sizes
  • [ ] Navigation works properly
  • [ ] Images display correctly
  • [ ] No rendering errors
  • ---

    Final Quality Assurance Checklist

    Read-Through Review

  • [ ] Entire document read carefully
  • [ ] No typos found
  • [ ] Formatting looks professional
  • [ ] No random formatting inconsistencies
  • [ ] Page/section breaks look natural
  • [ ] Images are well-placed and clear
  • Technical Review

  • [ ] File size reasonable (not bloated)
  • [ ] File converts properly to all formats
  • [ ] All links functional (if applicable)
  • [ ] Metadata complete
  • [ ] No error messages during export
  • Device Testing

  • [ ] Tested on phone (responsive)
  • [ ] Tested on tablet (scaling)
  • [ ] Tested on e-reader (if applicable)
  • [ ] Tested in print preview
  • [ ] Tested in actual PDF viewer
  • [ ] Tested on multiple browsers
  • Platform-Specific Checks

    #### For Amazon KDP

  • [ ] File meets Amazon specifications
  • [ ] ISBN correct (if using)
  • [ ] Cover meets dimension requirements
  • [ ] PDF bleed area included (print)
  • [ ] EPUB metadata complete (e-book)
  • #### For IngramSpark

  • [ ] Professional PDF quality
  • [ ] Bleed area correct (0.125")
  • [ ] Image resolution 300 DPI
  • [ ] Color mode CMYK (for color books)
  • [ ] File size within limits
  • #### For Apple Books

  • [ ] EPUB 3.0 specification met
  • [ ] Metadata complete
  • [ ] Description compelling
  • [ ] Cover image correct dimensions
  • [ ] No DRM restrictions (if desired)
  • ---

    Before Publishing Checklist

    Final Review

  • [ ] Author has reviewed 100% of content
  • [ ] Beta readers have reviewed (recommended)
  • [ ] Professional editor reviewed (optional but recommended)
  • [ ] All feedback implemented
  • [ ] No pending revisions
  • Files Ready

  • [ ] Print file saved and backed up
  • [ ] E-book file saved and backed up
  • [ ] Metadata saved separately
  • [ ] Cover files saved separately
  • [ ] All source files organized
  • Documentation

  • [ ] Publishing notes saved
  • [ ] ISBN recorded (if purchased)
  • [ ] Copyright notice saved
  • [ ] Cover credits documented
  • [ ] Permissions documented (if using others' content)
  • Final Checks

  • [ ] Spell-check passed (entire document)
  • [ ] Grammar check passed
  • [ ] Page count verified (for print pricing)
  • [ ] File formats match publishing platform requirements
  • [ ] One final test in actual reading environment
  • ---

    Post-Publication Checklist

    Verification

  • [ ] Book live on all selected platforms
  • [ ] Download and open copy from store
  • [ ] Verify formatting appears correct in purchased version
  • [ ] Metadata displays correctly on store pages
  • [ ] Book searchable by title and keywords
  • Promotion

  • [ ] Launch announcement prepared
  • [ ] Social media posts ready
  • [ ] Email list notified (if applicable)
  • [ ] Goodreads entry created
  • [ ] Author bio updated across platforms
  • ---

    Quick Reference Checklist

    Before You Format:

  • ✓ Manuscript proofread and finalized
  • ✓ Images optimized and ready
  • ✓ Formatting preferences documented
  • ✓ Publishing platform selected
  • While Formatting:

  • ✓ Consistent fonts and sizes
  • ✓ Proper spacing and margins
  • ✓ Images placed and captioned
  • ✓ Heading hierarchy applied
  • ✓ Metadata completed
  • Before Publishing:

  • ✓ File format matches platform requirements
  • ✓ Tested on actual devices
  • ✓ Quality issues corrected
  • ✓ Final backup saved
  • ✓ Ready to upload!
  • ---

    Using This Checklist

    1. Print or bookmark this checklist

    2. Work through each section methodically

    3. Check off items as you complete them

    4. Double-check any items that seem uncertain

    5. Don't publish until every box is checked

    Conclusion

    Professional book formatting doesn't happen by accident-it requires attention to detail and systematic review. This comprehensive checklist ensures nothing is overlooked.

    Whether you're formatting manually or using an automated service like [BookFormat](/book-formatting-software), this checklist helps verify your book meets professional publishing standards. Follow it, and your readers will notice the professional quality of your published book.

    Happy publishing!

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